Access Your Tax Information Anytime with an IRS Account
- HFM CPAs + Business Advisors
- May 27
- 2 min read
Managing your tax information just got easier. The IRS offers two types of secure online accounts that give you around-the-clock access to your tax information - no phone calls, no waiting for mailed documents.
Whether you're an individual taxpayer or a business owner, setting up an online account puts you in control of your tax information instantly.
Individual Accounts
Your Individual Account gives you complete access to your personal tax information, including:
View and download tax return transcripts, account transcripts showing payments and adjustments, and wage and income statements from Forms W-2 and 1099
Check your current balance and review your payment history
Make direct payments from your bank account for current taxes, estimated payments, or prior year balances
Set up payment plans if you're unable to pay your full balance immediately
Access prior year adjusted gross income needed for electronic filing verification
Download verification of non-filing letters required for student financial aid and benefit applications
Business Tax Accounts
The Business Tax Account is designed for companies, partnerships, and other business entities, providing:
Access to account balances, payment history, tax records, and notices for your business tax accounts
Direct bank account payments for business tax obligations
Business tax transcripts needed for loan applications, audits, or financial planning
Access to notices and letters sent to your business
Payment plan options for business tax liabilities
How to Get Started
Setting up either account is straightforward:
Visit https://www.irs.gov/your-account to set up an individual or business account
Both account types require identity verification through ID.me. You'll need to upload a photo ID and complete identity confirmation through selfie verification or a video call if needed
If you need both account types, the same login credentials work for both. Switch between your Individual and Business accounts seamlessly
The Benefits of Managing Your Tax Information Online
Payments submitted by 8 PM Eastern time receive same-day credit with no processing fees for direct bank transfers
Payment plans set up online include automatic payment options that reduce setup fees and help ensure timely payments. You'll receive email confirmations for all payments and plan modifications
View real-time account updates after payments and plan changes—no waiting for mailed confirmations or phone verification
HFM CPAs provides specialized accounting, tax, and assurance services to individuals and businesses across Connecticut and Rhode Island.
